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NewEdge Advisors’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

NewEdge Advisors’s Portfolio XSHQ Stock Details XSHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$954K Buy
22,630
+1,382
+7% +$60.1K ﹤0.01% 1530
2025
Q4 		$894K Buy
21,248
+511
+2% +$21.6K ﹤0.01% 1561
2025
Q3 		$892K Sell
20,737
-373
-2% -$15.9K ﹤0.01% 1459
2025
Q2 		$860K Buy
21,110
+1,083
+5% +$42.2K ﹤0.01% 1372
2025
Q1 		$791K Buy
20,027
+4,076
+26% +$169K ﹤0.01% 1318
2024
Q4 		$676K Buy
+15,951
New +$710K ﹤0.01% 1371

Other funds holding XSHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NewEdge Advisors's XSHQ Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 6.5% in Q1 2026, buying an estimated $60.1K and bringing the position to 22,630 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

NewEdge Advisors first reported a position in XSHQ in Q4 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • NewEdge Advisors held 22,630 shares of Invesco S&P SmallCap Quality ETF worth $954K as of Q1 2026.
  • NewEdge Advisors bought 1,382 Invesco S&P SmallCap Quality ETF shares in Q1 2026, an estimated $60.1K.
  • Invesco S&P SmallCap Quality ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1530 holding.
  • NewEdge Advisors first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2024 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.